Denise Ayala
Scoring Analyst @Business Financial Solutions
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WORK HISTORY
Scoring Analyst @Business Financial Solutions
Orange County, CA, US
Set scoring appointments and met with a minimum of 5 clients per day- Built and maintained relationships with clients getting to know and understand their needs wants and long-term goals via Zoom- Collected and meticulously documented sensitive personal and financial information from clients, ensuring strict confidentiality and compliance with data protection regulations- Conducted a financial score analysis by reviewing all personal financial information- Developed, implemented, and monitored a strategy designed to address clients\' situations utilizing all resources to help pursue their goals- Continued follow-up to maintain and increase client base- Expanded the company\'s client base through effective networking and relationship-building strategies
ABOUT DENISE AYALA
Service-oriented Broker with over 15 years of expertise in the insurance, tax, and financial planning markets. Guided by a commitment to exceptional client experience, I consistently deliver comprehensive solutions tailored to individual needs, resulting in a proven track record of driving revenue growth and ensuring client satisfaction. With a history of success in meeting diverse client requirements, I bring a unique blend of empathy and well-established industry knowledge to enhance the overall client experience-Strong sense of accountability -Client relationship management -Confident communication & phone skills -Renewals management -Prospecting skills -Policy analysis -Experience with CRM, Salesforce, & Five9 -Financial planning -Life and Health Insurance -Top-Rated Sales Performance Record - d••••••••@gmail.com
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